VIDEO: Estate Planning Techniques–Planning for Estates Under $10 Million

By NATC Contributor | June 23, 2020

With Estate tax exclusions at over $11 Million per person, there are challenges to many traditional estate planning techniques. The webinar above discusses which techniques are most appropriate and why. We discuss planning ideas under current law and maintaining flexibility for proposed changes. The webinar also includes the following topics:

• Review of Estate Tax laws and their impact on individuals and married couples
• How current law may affect the existing planning clients have had in place
• Non-tax reasons for estate planning
• What to consider when reviewing and altering the plan

Watch our webinar recording above to learn more.


One of our Trusted Advisors can help you determine through trusted service what would work in the best interest of your clients when discussing their estate plan. You are your client’s Trusted Advisor, and we are your Trusted Advisor.

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